CVS has Express Script with ton of membership. Rite Aids now has EnvisionRX and meber base will grow too. It is a bargain compare to Walgreens and CVS.
Obamacare changed the way health insurance operates. They force members to go for mail order. Anyway, it is much cheaper in copay for 90 days supply of med. EnvisionRX specialize in manage care and mail order of prescriptions. It has revenue of 5 billions a year. It will ins crease with more members from Rite Aid next year. Do research more on EnvisionRX to see where RAD will go year from now. Walgreens should watch out for the new boy in town
Mail order of prescription is a must to compete for any drugs store. Health insurances will not pay any more if you are willing to go for higher copay. CVS has CareMark. now RAD has EnvisionRX with revenues eps of 5 billions. RAD will be in 20-30 in years.